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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,498 | $84,697-62.8% | $73,845-57.3% | $125,393-74.9% |
| Participation rate | 87.0% | 76.8%+10.2pp | 73.4%+13.5pp | 83.2%+3.8pp |
| Annual return | -12.42% | 3123.66%-3136.1pp | 2267.91%-2280.3pp | 282.23%-294.7pp |
| Employer contribution / active EE | $2,626 | $3,123-15.9% | $2,788-5.8% | $4,866-46.0% |
| Participant deferral / active EE | $3,926 | $3,993-1.7% | $3,583+9.6% | $5,351-26.6% |
| Admin fee / account holder | $535 | $5,692-90.6% | $4,881-89.0% | $9,541-94.4% |